Pantheon Wealth Planning | For Small Business & High-Income Earners

Let's create your dynamic financial strategy for your life and legacy.

Pantheon Core Values

Integrated Strategies

Our firm provides a complete package that empowers our clients to feel confident and in control of all financial aspects of their personal and professional lives

Proactive

Constantly updating our knowledge of the tax code and newly instituted laws, using that expertise to review each client's ever changing financial life.

Responsive & Accountable

We do our best to follow through with each client and will help guide you when complicated decisions need to be made.

Resourceful

We work closely with our clients CPAs & other professionals and can provide referrals to outside professionals as a resource to our clients.

Who We Serve

Business Owners

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High Income Earners

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Helpful Content

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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